Private Label Donor Advised Funds
Donor Advised Funds (DAFs) are transforming philanthropy by making giving easier for donors. They offer flexibility in the types of assets that can be given, provide immediate tax advantages, and allow donors to bundle deductions so they can give more strategically over time.
But now there’s a game changer: charities can create their own, branded DAF.
A private label DAF is a fully branded giving fund – powered by Foundation Source's platform and sponsored by the public charity, Charityvest – that lives under your organization's name and identity. Donors experience a seamless, intuitive giving tool that looks and feels like it was built by you.
With a fully branded, private-label DAF, you give your most loyal donors a smarter, more flexible way to give, while deepening their connection to your mission.
The interface is intuitive and offers your donors:
- One-click account setup with zero paperwork
- Real-time views of their giving activity and fund balances
- Automated transactions and next-day electronic grant delivery
- Tax-free growth by investing DAF balances through Charityvest portfolios – with no account minimums
- Deepen Relationships with Your Best Donors:
A private label DAF isn't about mass appeal – it's about the donors who already believe in your mission most. This is a cost-effective, high-impact tool to strengthen those relationships and keep your organization top of mind in their giving decisions.
- Zero Administrative Burden:
Everything is handled. Charityvest sponsors and manages all DAF administration, and the platform automates the rest. Most processes are completed same-day – no paperwork, no headaches, no extra work for your team.
- A Modern Giving Experience:
Your donors deserve a giving tool that's as intuitive and polished as the apps they use every day. Foundation Source's secure platform makes funding a DAF and issuing grants fast, simple, and satisfying for donors and staff alike.
- Accept More Types of Gifts:
Open the door to contributions your organization might not be able to accept directly. Cash, appreciated stock, crypto, real estate, collectibles, and other complex assets can all flow into a donor's DAF – regardless of your organization's own gift acceptance policy.
- Start Legacy Conversations Earlier:
A branded DAF creates a natural opening for planned giving discussions. Encourage donors to name your organization as a beneficiary, securing long-term commitments that extend your mission for generations.
- Unlock Deeper Donor Intelligence:
Gain visibility into giving patterns, fund balances, and how your donors support other organizations. This fundraising intelligence helps you steward relationships more strategically and engage donors with the right message at the right time.
See It in Action: Haverton University
Here's a look at how a fully branded DAF experience comes to life – in this case for our fictitious Haverton University.
Donors see a dashboard of their DAF account fully branded for your organization, which serves as a constant reminder of their connection to your mission.
- They experience an intuitive interface, automated transactions, and next-day electronic grant delivery.
- They can enjoy tax-free growth of their DAF balance by investing in Charityvest portfolios, all with no account minimums.
- Collaborative tools allow for innovative ways to give and allow for more creative donor engagement.
- They can open an account with one click and no paperwork.
Track all of your donors' DAFs in one administrative dashboard. Gain insights into each donor's giving patterns and priorities and better understand how your organization fits into their legacy planning.
Foundation Source’s turnkey DAF solutions are offered in partnership with Charityvest, Inc.Charityvest, Inc. is a public charity (EIN 81-2771871) and leading donor-advised fund sponsoring organization serving other nonprofits, individual donors, wealth advisors, and workplaces. Its independent board of directors has partnered with Foundation Source to offer scalable DAF programs to broader audiences. In the partnership, Charityvest, Inc. sponsors the DAF programs and Foundation Source provides the scalable technology to power them. |  |
